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Berkshire Hathaway Class B

3,550 hedge funds and large institutions have $275B invested in Berkshire Hathaway Class B in 2022 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,333 increasing their positions, 1,307 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,550
Holders Change
+227
Holders Change %
+6.83%
% of All Funds
57.28%
Holding in Top 10
691
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+13.46%
% of All Funds
11.15%
New
383
Increased
1,333
Reduced
1,307
Closed
89
Calls
$5.9B
Puts
$4.16B
Net Calls
+$1.74B
Net Calls Change
+$445M
Name Holding Trade Value Shares
Change
Shares
Change %
MGAM
2676
McGowan Group Asset Management
Texas
$661K -$10.2K -33 -2%
VBCG
2677
Valley Brook Capital Group
Pennsylvania
$660K
CWA
2678
Consilium Wealth Advisory
Texas
$659K +$659K +2,133 New
ECM
2679
Estabrook Capital Management
New York
$658K
EWA
2680
ERTS Wealth Advisors
Michigan
$657K -$8.34K -27 -1%
CISOA
2681
Capital Investment Services of America
Wisconsin
$656K
IAA
2682
Ironsides Asset Advisors
North Carolina
$656K +$81.8K +265 +14%
OFP
2683
OLIO Financial Planning
Virginia
$656K -$93.9K -304 -13%
FCB
2684
First County Bank
Connecticut
$656K +$656K +2,123 New
TF
2685
TLWM Financial
Texas
$654K +$654K +2,117 New
EBA
2686
Eagle Bay Advisors
New York
$653K -$192K -623 -23%
3F
2687
360 Financial
Minnesota
$653K
FF
2688
Francis Financial
$649K +$11.1K +36 +2%
TFO
2689
Tarbox Family Office
California
$646K -$309 -1 -0%
IA
2690
Inspire Advisors
Idaho
$644K +$11.7K +38 +2%
SJIA
2691
St. James Investment Advisors
New York
$644K +$52.8K +171 +9%
AC
2692
AlphaCore Capital
California
$643K +$14.2K +46 +2%
APSI
2693
Asset Planning Services Inc
Louisiana
$641K
Aristotle Capital Management
2694
Aristotle Capital Management
California
$641K +$286K +925 +80%
WF
2695
Wayfinding Financial
Washington
$638K +$5.54K +18 +0.9%
LIM
2696
Lagoda Investment Management
New York
$638K
BAM
2697
Boyar Asset Management
New York
$638K -$307K -995 -33%
AFAS
2698
Acorn Financial Advisory Services
Virginia
$638K -$17.9K -58 -3%
RF
2699
Rollins Financial
Georgia
$636K +$21.9K +71 +4%
NCM
2700
NCM Capital Management
New Jersey
$636K +$123K +400 +24%